ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,366,319 | -6.3% | 127,397 | -0.2% | 4.83% | -2.7% |
| Q2 2023 | $12,133,821 | +1.7% | 127,604 | +0.1% | 4.96% | -4.8% |
| Q1 2023 | $11,933,859 | +2.6% | 127,512 | +0.1% | 5.21% | -3.1% |
| Q4 2022 | $11,628,248 | +11.7% | 127,349 | +0.9% | 5.38% | +0.2% |
| Q3 2022 | $10,406,684 | -0.4% | 126,218 | +7.5% | 5.36% | +2.8% |
| Q2 2022 | $10,448,927 | -9.2% | 117,364 | +4.4% | 5.22% | +5.1% |
| Q1 2022 | $11,508,955 | -2.7% | 112,403 | -0.7% | 4.96% | +4.4% |
| Q4 2021 | $11,829,313 | – | 113,210 | – | 4.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 1,206,522 | $126,070,000 | 15.26% |
| RGT Wealth Advisors, LLC | 872,930 | $91,212,000 | 13.92% |
| Palisades Hudson Asset Management, L.P. | 306,344 | $32,010,000 | 13.66% |
| Kaydan Wealth Management, Inc. | 205,215 | $21,442,952 | 8.12% |
| Probity Advisors, Inc. | 279,882 | $29,245,000 | 5.78% |
| Forbes Financial Planning, Inc. | 54,532 | $5,700,000 | 5.62% |
| Sterling Financial Planning, Inc. | 83,623 | $8,738,000 | 5.46% |
| Stone Asset Management Inc. | 78,769 | $8,231,000 | 4.85% |
| ETFIDEA, LLC | 113,210 | $11,829,313 | 4.75% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 56,659 | $5,920,000 | 4.05% |